DLDCX Mutual Fund

DLDCX Mutual Fund

NAV$52.84
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Returns Overview

1 Month
+6.18%
3 Months
-3.16%
6 Months
+7.19%
YTD
+21.05%
1 Year
+40.04%
3 Years (annualized)
+9.06%
5 Years (annualized)
+16.81%
10 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DLDCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Global Natural Resources Index(^SPGNRUP:SP)
This Mutual Fund (YTD)
+21.05%
Peer Avg (YTD)
+19.98%
vs Peers
+1.07%

DLDCX Mutual Fund Performance

DLDCX performance across multiple time periods: 1-month 6.18%, YTD 21.05%, 1-year 40.04%, 3-year 9.06%, 5-year 16.81%, 10-year 11.94%.

DLDCX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.87%, investors should weigh costs against performance when evaluating this mutual fund.

DLDCX vs another fund shows side-by-side returns. DLDCX alternatives are available in the Mutual Fund Screener.